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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,158 | $226,105-88.4% | $182,540-85.7% | $152,897-82.9% |
| Participation rate | 70.0% | 82.5%-12.5pp | 78.0%-8.0pp | 82.5%-12.5pp |
| Annual return | 17.30% | 192.58%-175.3pp | 148.58%-131.3pp | 345.43%-328.1pp |
| Employer contribution / active EE | $3,145 | $4,978-36.8% | $4,076-22.8% | $4,764-34.0% |
| Participant deferral / active EE | $11,388 | $6,370+78.8% | $5,525+106.1% | $5,851+94.6% |
| Admin fee / account holder | $10,943 | $10,706+2.2% | $8,593+27.3% | $11,599-5.7% |